Trust Operations Specialist (Admin & Payments)

North Point Trust Company

Rapid City (SD)

On-site

USD 60,000 - 63,000

Full time

5 days ago
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Benefits offered by this job

Monthly benefit stipend toward medical
Dental plan enrollment

Job summary

North Point Trust Company is seeking an Operations Assistant to support the trust operations team in the day-to-day administration of client accounts, entity records, and payment processing across a portfolio of trust-held entities and custodial accounts. This role suits someone with 1–3 years of experience in financial services, trust operations, banking, paralegal support, or related administrative work.

The ideal candidate is highly organized and precise with confidential financial

Qualifications

  • 1–3 years in financial services or trust operations, banking, paralegal support, or related admin role; training provided.
  • Proficiency in Microsoft Excel and Outlook; comfortable with internal systems.
  • Ability to follow established procedures with precision and flag exceptions.
  • Excellent written and verbal communication skills.
  • Strong organization and ability to manage multiple deadlines while handling sensitive financial information.

Responsibilities

  • Process checks, wires, and ACH transactions per dual-control procedures.
  • Prepare payment requests for review and approval; maintain wire and payment logs.
  • Support daily reconciliation activities and bank reconciliations.
  • Maintain and update entity records; track franchise taxes and annual reports.
  • Support invoicing, filing, and documentation organization; help improve checklists and workflows.

Skills

Excel Proficiency
Outlook Proficiency
Communication skills
Organizational skills
Confidential information handling

Education

Associate or Bachelor's degree in business/finance

Tools

Wire/ACH processing software
Secretary of State filing systems

Job description

North Point Trust Company is seeking an Operations Assistant to support the trust operations team in the day-to-day administration of client accounts, entity records, and payment processing across a portfolio of trust-held entities and custodial accounts. This role suits someone with 1–3 years of experience in financial services, trust operations, banking, paralegal support, or related administrative work.

The ideal candidate is highly organized and precise with confidential financial

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